Unavoidably, there will be some customers who don't feel satisfied with your services and want to cancel their subscription. This can be done automatically on their end by navigating to the Billing section inside their sub-account settings. But if you need to take matters into your own hands, you can follow along with this tutorial to remove them from SaaS mode.

Disabling SaaS Mode

Start by heading to the Sub-Account section and managing the desired sub-account.

Inside the sub-account's profile, open the Actions dropdown and select Disable SaaS.

Verify you're okay with disabling SaaS mode, then click Disable SaaS to save the change.

📌Note: We recommend exporting all transaction details before disabling SaaS, because once SaaS mode is disabled, all transaction/wallet history will be removed.

For Clients who're leaving your Agency

Deleting The Sub-account

If you don't want to keep their data, select Delete from the Actions dropdown.

Twilio or Mailgun Sub-Accounts

If the sub-account has Twilio or Mailgun, Rebilling is turned on after disabling SaaS. Their Twilio/Mailgun sub-account will still be connected in your Agency. To disconnect them, navigate to your Agency Settings, then access the Twilio or Mailgun section to delete those connections.

Removing The Users

If you want to keep the client's data even after removing them, head to the Team section inside the Agency Settings and remove the client's user by clicking the trash can icon.

By following these steps, you can easily cancel a SaaS account for your client while maintaining the flexibility to manage data retention based on your preferences.

FAQ

When my client cancels, will it automatically pause their sub-account?

This behavior depends upon the following settings on the SaaS configurator; therefore, agencies can decide the behavior that suits them.

What will happen on Stripe with the client subscription once they cancel?

The subscription will also end on the Stripe side.

If my clients have remaining credits, what will occur?

You can refund any non-complimentary credits in Stripe. Otherwise, any remaining balance or credits in your client's account will be forfeited.